UBS Group
WEEI

UBS Group’s Westwood Salient Enhanced Energy Income ETF WEEI Stock Holding History

UBS Group’s Portfolio WEEI Stock Details WEEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-304
Closed -$7.47K – 11175
2026
Q1 		$7.47K Buy
+304
New +$7.06K ﹤0.01% 8575
2024
Q3 		– Sell
-41
Closed -$975 – 10195
2024
Q2 		$975 Buy
+41
New +$984 ﹤0.01% 8712

Other funds holding WEEI

WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $754M AUM 27.39% 1-Year Est. Return

UBS Group's WEEI Position: Q2 2026 in Review

UBS Group sold out of Westwood Salient Enhanced Energy Income ETF (WEEI) in Q2 2026, closing a stake of 304 shares — an estimated $7.47K sold.

UBS Group first reported a position in WEEI in Q2 2024 and held it in 2 quarters. The position peaked at $7.47K in Q1 2026. 16 funds tracked by Wall St. Rank hold WEEI as of Q2 2026.

  • UBS Group reported no remaining Westwood Salient Enhanced Energy Income ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 304 Westwood Salient Enhanced Energy Income ETF shares in Q2 2026, an estimated $7.47K.
  • UBS Group first reported a position in Westwood Salient Enhanced Energy Income ETF in Q2 2024 and held it in 2 quarters.
  • UBS Group's Westwood Salient Enhanced Energy Income ETF position peaked at $7.47K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Westwood Salient Enhanced Energy Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.